Profit Sharing · DOL Form 5500 · 2023

Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
27th
Percentile by assets National rank
$301,715
Avg per participant High balance/head
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Official DOL plan name: Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan · Sponsored by Beatrice a. Burke, M.D., a Medi. Corp. · California · Healthcare & Social Assistance

$2M in assets, 5 participants

Beatrice a. Burke, M.D., a Medi. Corp.'s Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 27th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,331 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan holds $2M for 5 participants - about $301,715 per participant, in the lower half of filed plans by assets.

#4,331
in Healthcare & Social Assistance (17,684 peers)
-7.4%
assets change YoY

The plan reported a net loss of $121K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan among the smaller filed plans by assets

Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,508,576 27th percentile higher than 27% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan reported net income fell from $414K in the plan year 2022 filing to -$121K in the plan year 2023 filing.
  • Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208338426 · Beatrice a. Burke, M.D., a Medi. Corp. PY 2023 · Profit Sharing

Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan · $2M · 5 · 27th

  • PART $2M
  • PART 5
  • PART 27th
  • PART Profit Sharing
  • PART near Gurney's Habor Bottle Shop, Inc. Ps Plan
  • PART ind #4331

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in California →

Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan in the asset neighbourhood

Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing PlanBeatrice a. Burke, M.D., a M…$2MGurney's Habor Bottle Shop, Inc. Ps PlanGurney's Habor Bottle Shop, …$2MFirst Bank of Coastal Georgia Profit Sharing PlanFirst Bank of Coastal Georgi…$2MBt Kingwood Corp Retirement PlanBt Kingwood Corp Retirement …$2MYongue Ventures Inc. Retirement PlanYongue Ventures Inc. Retirem…$2M
End-of-year total assets ($M) among Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$121K
Employer EIN208338426
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beatrice a. Burke, M.D., a Medi. Corp.)

Sponsor-wide plan assets over time

All Beatrice a. Burke, M.D., a Medi. Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.400525798565011% vs 2022
2023 filing year
$1.45M$1.5M$1.55M$1.6M$1.65M 20222023 $1.63M $1.51M ▼ -7.4%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 5 $2M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan, Total assets ($B): 0.001508576 · Participants: 5Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan side-by-side with 3 peers →

Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Gurney's Habor Bottle Shop, Inc. Ps Plan in MI ($2M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan assets move in 2023? ▼
Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan pulled back noticeably - down 7.4% during 2023, from $2M to $2M. Reported net income was -$121K.
How have Beatrice a. Burke, M.D., a Medi. Corp. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Beatrice a. Burke, M.D., a Medi. Corp.'s sponsor-wide assets declined 7.4%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gurney's Habor Bottle Shop, Inc. Ps Plan in MI ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Beatrice a. Burke, M.D., a Medi. Corp. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208338426.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.